Purchases and Sales Made in Q4 2024 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
193New |
$11.1K - $11.8K
|
193
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
169+ 2.41% |
$9.7K - $10.3K
|
7.19K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 2.78% |
$9.3K - $9.9K
|
5.99K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
160+ 0.65% |
$9.18K - $9.78K
|
24.9K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149+ 1.16% |
$8.55K - $9.11K
|
13K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
107New |
$6.14K - $6.54K
|
107
$6.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101+ 1.77% |
$5.8K - $6.17K
|
5.8K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98+ 0.73% |
$5.62K - $5.99K
|
13.6K
$862K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97+ 8.08% |
$5.57K - $5.93K
|
1.3K
$82.3K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
93New |
$5.34K - $5.68K
|
93
$5.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
87+ 1.12% |
$4.99K - $5.32K
|
7.83K
$497K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 14.17% |
$4.88K - $5.19K
|
685
$43.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
85+ 0.23% |
$4.88K - $5.19K
|
37.3K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84New |
$4.82K - $5.13K
|
84
$5.33K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
71New |
$4.07K - $4.34K
|
71
$4.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62+ 1.61% |
$3.56K - $3.79K
|
3.91K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 150.0% |
$3.44K - $3.67K
|
100
$6.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58New |
$3.33K - $3.54K
|
58
$3.68K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57New |
$3.27K - $3.48K
|
57
$3.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$3.16K - $3.36K
|
55
$3.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.52% |
$3.04K - $3.24K
|
3.54K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49+ 4.75% |
$2.81K - $2.99K
|
1.08K
$68.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
48New |
$2.75K - $2.93K
|
48
$3.05K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
40+ 0.19% |
$2.3K - $2.44K
|
21.6K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.32% |
$2.18K - $2.32K
|
12K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
37+ 0.17% |
$2.12K - $2.26K
|
21.5K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
33+ 0.38% |
$1.89K - $2.02K
|
8.68K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$1.89K - $2.02K
|
33
$2.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
31New |
$1.78K - $1.89K
|
31
$1.97K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
25+ 0.33% |
$1.43K - $1.53K
|
7.65K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.97% |
$1.38K - $1.47K
|
2.49K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
23+ 0.15% |
$1.32K - $1.41K
|
15.2K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 0.18% |
$1.26K - $1.34K
|
12.1K
$769K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.19% |
$918 - $978
|
8.48K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16+ 0.14% |
$918 - $978
|
11.1K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
12New |
$689 - $733
|
12
$762
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 13.04% |
$689 - $733
|
104
$6.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 0.14% |
$631 - $672
|
7.9K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 1.47% |
$574 - $611
|
688
$43.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$574 - $611
|
5.21K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.21% |
$516 - $550
|
4.3K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 18.6% |
$459 - $489
|
51
$3.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8+ 0.09% |
$459 - $489
|
9.22K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$344 - $367
|
3.74K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.1% |
$344 - $367
|
6.24K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.11% |
$230 - $244
|
3.51K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.18% |
$172 - $183
|
1.69K
$107K
|